Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Miller is a financial advisor with over 20 years of experience in the financial services industry. Jennifer is registered with Wells Fargo Clearing Services, LLC and has a wide range of experience serving individuals and families, corporations and trusts, and retirement plans. Jennifer is committed to helping clients reach their financial goals by providing personalized financial advice, investment management, and retirement planning services. Jennifer holds Series 7, Series 63, and SIE licenses. Prior to joining Wells Fargo Clearing Services, LLC, Jennifer held positions at Wells Fargo Investments, LLC, BANC of America Investment Services, Inc. Jennifer is committed to providing her clients with the highest level of service and dedication.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
08/30/2018 - Present
Wells Fargo Clearing Services, LLC (TACOMA WA)
WA
07/20/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (TACOMA WA)
MA
07/12/1999 - 08/04/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
07/01/1998 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
WA
06/25/1996 - 07/01/1998
SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)
BC
Issued 01/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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